🚀 Big News from Savvy Wealth! 🚀 We’re excited to officially announce our $26.5M Series A funding round, led by Canvas Ventures with participation from Thrive Capital, Index Ventures, The House Fund, Alumni Ventures, Brewer Lane Ventures and others, marking a significant step forward in becoming a digital-first platform and RIA for financial advisors everywhere. With this new infusion of capital, we’re setting course to: 🔹 Accelerate the development of our proprietary tech platform for advisors and their clients 🔹 Grow our marketing support engine with lead gen automation and dedicated, in-house expertise. 🔹 Expand our talented product, eng, and biz dev teams “As advisors increasingly pursue independence, we see a strong opportunity to partner with the ones who want to provide their clients with a modern, tech-driven experience,” said Founder & CEO Ritik Malhotra. “The human relationship between advisors and their clients is what matters most…we empower advisors with purpose-built technology to transform client relationships and scale their practices exponentially.” A huge thank you to #teamsavvy for believing in our position and empowering us to continue pushing the envelope: Rajat Deva, Gwen Brinsmead, Amir Har-El, Steven Cherucheril, Michael McCarthy, CFP®, Alice Yu, Jed Entin, Ashley Keating, GinaRose Galli, Freddy Chen, Rory Houlding, Rohan Reddy, Edwin Stanley, Hillary Peterson, Jamison Holt, Chae Kwon ☀️, David G., Perry Kalmeta, MSHRM, Andrew Moody, Breana McDaniel, Lauren George, Eleni Stefanopoulos, Jacqueline Tully, Helen Zheng, ChFC®, Eric Uchoa, Mary Grace Caindoy, Craig Suchodolski, Russell Armitage 🌟 Join us, we’re growing! 🌟 1️⃣ To our valued financial advisors: We’re committed to helping you deliver value to clients. If you’re a financial advisor or wealth manager interested in joining our mission and earning equity in our firm from the get-go, get in touch 👉https://lnkd.in/eRhku587 2️⃣ To other interested professionals: We're on the lookout for top talent to join our team in NYC! Explore our open positions at savvywealth.com/careers https://lnkd.in/eQz92etF
Savvy Wealth
Financial Services
New York, New York 3,108 followers
Join the nation’s leading advisors & firms – backed by modern technology – to change the future of wealth management.
About us
Savvy Wealth, Inc. is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers, so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with Savvy Wealth Inc.'s software to make them dramatically more efficient and support more clients, without adding additional headcount. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy).
- Website
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https://savvywealth.com
External link for Savvy Wealth
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Wealth Management, Financial Services, and FinTech
Locations
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Primary
New York, New York, US
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Remote, US
Employees at Savvy Wealth
Updates
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Attending Future Proof 2024? Savvy Wealth will be in attendance for the very first time, and we're excited to meet with financial advisors and wealth management industry professionals on the ground at Huntington Beach from September 16-18 🎉😎 If you're a financial advisor or wealth manager attending the event and looking to connect with our team, you can learn more about where our booth will be located and even set up a meeting time in advance with our Founder & CEO Ritik Malhotra here 👉🏼 https://lnkd.in/ey46BUS5
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Can direct indexing be the answer to ESG investing's challenges? 🤔 ESG investing has seen significant growth, but concerns over greenwashing and inconsistent standards persist. Direct indexing offers a potential solution by allowing investors to create highly customized portfolios aligned with their specific values. https://hubs.la/Q02LCd2v0
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In a recent article by Financial Planning article our founder and CEO, Ritik Malhotra sheds light on how Savvy Wealth is revolutionizing human financial advice by providing technology that improves the experience for the advisors and their clients. Read more about our efforts to create a modern, tech-driven experience Rachel Witkowski's recent article 👉 https://hubs.la/Q02MmnGY0
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In today's financial landscape, safeguarding your assets is more crucial than ever. We're dedicated to helping you protect and grow your wealth with strategic, personalized approaches. Discover our latest insights on wealth preservation and uncover opportunities to build a strong foundation for future wealth. Read our blog post here: https://bit.ly/46K6UR5
Wealth Preservation: Protecting and Growing Your Assets
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Tax preparation is a key element of any financial plan. In a recent episode of @Steven A. Jarvis's Retirement Tax Services Podcast, our wealth manager Jacob DuBose, CFP® discusses how integrating tax planning into his practice has expanded the scope of client conversations, ultimately helping clients better achieve their financial goals. Tune in to hear about Jacob’s professional journey and gain insights into the importance of tax optimization.👇 https://hubs.la/Q02Mc-2Y0 Disclosure: Savvy Advisors, Inc. is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors.
Every Advisor Should Prepare a Tax Return with Jacob DuBose - Retirement Tax Services
https://retirementtaxservices.com
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Irrevocable trusts can be useful for estate planning, especially for those with high net worth. They offer tax advantages and protect assets from creditors, but come with a big downside: you give up control of the transferred assets. https://bit.ly/3M3T0Qj
Irrevocable Trusts: Pros, Cons & Estate Planning Impact | Savvy
savvywealth.com
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As market volatility persists, more financial advisors are turning to utility stocks for stability and consistent returns. In today's uncertain environment, utilities can offer a reliable income stream and inflation protection, making them an attractive option for diversifying portfolios. Our wealth manager, Adam J Dean, recently provided insight on this topic. Read Gregg Greenberg’s full article in InvestmentNews for more 👇 https://hubs.la/Q02LMbTn0
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Investing is as much about psychology as it is about finance. Your mindset shapes your success in the world of investments. When you align self-awareness, money management, and a risk approach you are the journey of learning, growth, and evolution as an investor. Read more about Adam Dean's insights on: https://hubs.la/Q02LPc650
The Investor, The Money, and The Mindset: A Foundation for Financial Success | Savvy
savvywealth.com
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In today's dynamic financial landscape, diversifying beyond traditional stocks and bonds has become essential. Our latest guide delves into alternative investments, offering insights into various asset classes such as private equity, real estate, hedge funds, and commodities. Learn how these alternatives can enhance risk-adjusted returns and provide opportunities for portfolio diversification. https://bit.ly/46Mb0YJ
Exploring Alternative Investments: Enhance Your Portfolio with Private Equity, Real Estate, and More | Savvy
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